San Diego, CA –Independent advisory firm, Pension Advisors, has selected Independent Financial Group, LLC as their new broker-dealer. Pension Advisors is led by Mr. David Krasnow, President and Chief Executive Officer. His team is focused exclusively on retirement services and comprehensive retirement planning.
Krasnow explains, “I looked at quite a few broker-dealers before choosing IFG. I was looking for a brokerdealer that was a good size – but not so big that I would be a small fish in a big pond.” He continues, “I was looking for a place where my voice would be heard, where my vote would matter.” He adds, “ I wanted to be with an established firm, with the right culture and a can-do attitude, moving in the right direction. I look forward to building this 401K division with [IFG].”
“We’re honored to have David and his experienced team at Pension Advisors on board with Independent Financial Group,” comments David A. Fischer, CMO and Managing Director of the firm. He continues, “David represents the ideal IFG advisor – someone who brings extensive knowledge and expertise to their clients while keeping in mind a focus on essential values. This is the philosophy on which our company was based. We look forward to bringing aboard more like-minded individuals like David, specifically those who have been successful in the retirement space.”
About Pension Advisors
With over 20 years of experience, Pension Advisors is one of the largest retirement plan firms in the country with offices in Cleveland, Atlanta, Tampa and San Juan, Puerto Rico. David Krasnow and his team provide their clients with customized solutions to meet their retirement plan needs along with delivering a deep understanding of the industry, providers, funds, fees and current technology available. Pension Advisors is a nationally recognized firm specializing in co-fiduciary services to retirement plan sponsors. Additionally, Pension Advisors has developed and manages an innovative proprietary 3(38) participant advice managed account program, AdviseMe!®. Pension Advisors currently has over $1.3 billion in total assets with over 200 plans on record.
About Independent Financial Group, America’s Finest Broker-Dealer®
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 550 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years and won acclaim in 2006 with their #1 rank on the list. Their notable success has been recognized in numerous financial services industry publications and most recently, received a #4 ranking and 9.6 score in REP. Magazine’s Independent Broker-Dealer Report Card. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. IFG celebrated its 10th anniversary in 2013, ending the year with a record $96.6 million in total revenues.